Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST FAMILY INVESTMENTS INC | COM | 2301 | $1,418,377 | 8,997 | 0.00 | 0.00 | -3 | -0.03 | 12-31-2023 |
TFC FINANCIAL MANAGEMENT INC | COM | 2302 | $540,447 | 8,982 | 0.00 | 0.00 | 6,003 | 201.51 | 03-31-2024 |
CANNELL & CO | COM | 2303 | $1,414,751 | 8,974 | 0.00 | 0.00 | 1,410 | 18.64 | 12-31-2023 |
BEDEL FINANCIAL CONSULTING INC | COM | 2304 | $1,414,535 | 8,973 | 0.00 | 0.00 | -136 | -1.49 | 12-31-2023 |